Government of Canada Workplace Charitable Campaign (GCWCC)

National Online Reporting Tool (NORT)

DEPARTMENTAL USER GUIDE

(FOR LOCAL GCWCC DEPARTMENTAL VOLUNTEERS)

Updated: May 2014


Table of Contents

Welcome to the National Results Reporting Pilot

Welcome to NORT!

Important Points to Remember about NORT:

To Access NORT

To Log-in:

Main Menu

How to update your location’s GCWCC Verbal Results to Date

To View Current Year’s Verbal Results Reports or Final Results Reports from a Previous Year

Thank You!

Welcome to the National Results Reporting Pilot

United Way Ottawa (UWO) is the Campaign Manager for the Government of Canada Workplace Charitable Campaign (GCWCC), as mandated by Treasury Board, and is looking for ways to advance the national aspect of the campaign.

The national aspect of the GCWCC provides departments and agencies and their staff the opportunity to recognize and celebrate their commitment to community across the country.

Comprehensive national campaign results have, up to now, only been readily available from local United Ways, well after the annual GCWCC closes in the NCR. However, interest in the national picture from a departmental perspective is growing.

UWOcangive each participating department/agency access to an on-line automated system, the National Online Reporting Tool (NORT), to track verbal results at the local level and produce updates nationally during the campaign.

The major tasks for each department/agency will be to:

  • Identify the local campaign volunteers within that department/agency’s
    regional, district and other offices across Canada;
  • Enlist their support to change from the current means they use locally to record and report verbal results collected during the campaign; and
  • Open user accounts for them in the new automated reporting system, NORT.

During the fall campaign, participating volunteers will be asked to report on five items (number of employees; campaign goal (if available); number of donors; special event and, donation dollars raised) and to update the data weekly from September to December. Participating departments/agencies will be able to use the system to monitor their campaign progress across the country and brief their Deputies accordingly. Local United Ways will also have access to the system to collect the data they require for verbal results reporting from the departments and agenciesparticipating in the pilot project.

All other existing operational requirements and procedures at the local level remain the same. Local volunteers willmaintain their relationship with their local United Ways and gift forms and donations continue to flow between them and there is no change to final campaign results reporting.

Welcome to NORT!

This Guide for the GCWCC National Online Reporting Tool (NORT) has been prepared to serve as a reference tool for local campaign volunteers of departments. It will help you learn how to use NORT, including how to update your verbal campaign results for your departmental office.

During the campaign, local volunteers are requested to collect verbal campaign results from their departmental office across Canada on a weekly basisand to enter these results as Departmental Users in NORT. This information will enable departments to see a snapshot of their GCWCC campaign outside of the NCR, and reinforce the national aspect of the GCWCC campaign.

If you have any questions not covered in this manual, or for more information, please contact your Departmental Administrator, your local United Way or the GCWCC National Office staff at United Way Ottawa:

Sandy Stiles
Manager, GCWCC, National Approach, United Way Ottawa
Tel: (613) 228-6897 Fax: (613) 228-6722
e-mail:

Important Points to Remember about NORT:

  1. Once all your data-entering is completed remember to click at the bottom of the screen! It is very important to save any and all information entered or changes made, since if the system is left inactive for any longer than approximately 30 minutes, the application will time-out. A pop-up will notify you of this prior to timing out.
  1. Don’t forget to (available at the top right-hand corner of all screens) whenever you are not entering data, or you are away from your computer!

To Access NORT

To access NORT please go to: .

To Log-in:

Please click the Departmental Login button

Please enter your Departmental E-mailAddress(Log-in identification)

Please enter your Password.

Note: Your password is provided by your Departmental Administrator. If at any point in time you cannot remember your password, contactyour Departmental Administrator or at (613) 228-6897.

Main Menu

Upon log-in, you will be brought to the NORTMain Menu. This is an example of the page you will see, but with your Departmental User information.

Upon your first login, you will be prompted to update all contact information.

Don’t forget to click !

How to update your location’sGCWCC Verbal Results to Date

Below your contact information, you will find the following section to fill out to update your GCWCC verbal campaign results.

You will be asked to update the following five items for your local departmental office(s):

-Population;

-Goal;

-Number of donors to date (i.e. number of donors who gave a gift through a gift form);

-Special Events Verbal dollars to date (i.e. verbal donations raised through local special events); and

-Donor Verbal dollars to date (i.e. verbal donations from donors who gave through a gift form).

Don’t forget to click when you are finished entering your data.

Once you have clicked “Save Changes”, the data is kept in a historical record which is displayed below the data entry section.

Reporting Frequency

You can expect to be asked to update your GCWCC verbal campaign results once a week for the duration of the campaign from late Septemberto early December.

To View Current Year’s Verbal Results Reports or Final Results Reports from a Previous Year

Notes:

-When viewing verbal reports, only the current year’s reports are available for your respective department.

  • Verbal Result to date by Department/Agency
  • Verbal Result to date by Department, Province and United Way
  • Verbal Results to date by Departmentand Organization Level

-The final results for the current year will not be available until all results are in and they have been released from the GCWCC National Office, at the end of the campaign.

  • Summary by Province
  • Summary by Province and United Way
  • National Results by United Way
  • National Results by Department/Agency
  • National Results by Department, Province and United Way
  • Friends and Leaders by United Way
  • Friends and Leaders by Department/Agency
  • Designations – Percentage of Total – by Province and United Way
  • Comparative Results

Click in the top right of your screen.

A list of all national results reports available for viewing will appear.

Select the report you would like to view.

Depending on the report that you chose, you will be prompted to select additional criteria. For example, you will be prompted to select the year or department that you would like to view. However, if you select any of the Verbal Results to date reports, you will only have access to the verbal results for your particular department for the current campaign year.

Once you have made all of your selections, click . You will then be able to view the report. For example, see below:

Options for National Reports

A) Print the report by selecting in the top left hand corner. The following screen will appear. Select the portion of the report you would like to print (or the entire thing) and then follow your normal printing dialogue instructions.

B) Save the report by selecting in the top left hand corner. The following screen will appear

Select the format that you would like to save the report in. Then select the portion of the report you would like to save (by page number) or you may save the entire document and Click

Thank You!

Thank you for using NORT for departmental verbal results reporting.

Please contact the GCWCC National Office if you need any assistance.

If you have any questions not covered in this manual, or for more information, please contact your Departmental Administrator, your local United Way or the GCWCC National Office

We would also love to hear feedback from you on your pilot experience. Please feel free to email the National Office at any of the aforementioned contacts.

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